Coaches – Bring Value to Clients with a Dashboard
11/23/10 at 4:52 PM by Frank Coker Calling all business coaches, management consultants and advisors: we now have coaches using the Corelytics Financial Dashboard as a part of their service offering and getting great results!
The real beauty of making Corelytics part of the client relationship is that you, as coach, no longer have to ask for financial performance information. You automatically get to see exactly what your client is seeing. In fact, you can drill into your client’s financial detail on demand and you can stay current with their progress each month. More importantly, you do not need to be a financial heavy-weight to use the dashboard. All the heavy lifting is done automatically by the dashboard. All you need to do is “see the picture” and help your client get focused.
Coaches are now using the dashboard as the basis for a monthly check-in with their clients. Typically the coach will spend 15 minutes reviewing monthly results and then 30 minutes with the client on the phone discussing dashboard trend lines and top priorities for the month.
This takes the coach from being a trusted advisor to being a trusted player on the client’s team. This brings great value to clients and is an awesome way to maintain a long-term, well grounded relationship.
You can learn more about how you can build the Corelytics Financial Dashboard into your coaching / consulting practice at the Consultants web page.
We will be presenting example success stories in future blog posts, so stay tuned!